Our aim is to guide you on the path to achieving your financial goals. We start the financial planning process by gaining an understanding of your current financial position and of your short and long term goals in relation to lifestyle, family needs, working life and retirement. Once we understand your particular goals, we develop a personalised strategy and plan that is appropriate for you. That strategy will take into account the amount of risk that you are comfortable with embracing. Some clients are comfortable with high-risk, large return strategies; other clients prefer more certainty that they will not lose any of their capital. We combine our wealth of knowledge in financial markets and superannuation legislation with our close relationship with our accounting team to tailor strategies and build a plan and portfolio that meets your needs.